Centerpoint Advisors’s iShares Select Dividend ETF DVY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23K | Hold |
170
| – | – | 0.01% | 216 |
|
|
2025
Q1 | $23K | Sell |
170
-341
| -67% | -$46.1K | 0.01% | 225 |
|
|
2024
Q4 | $67K | Hold |
511
| – | – | 0.02% | 153 |
|
|
2024
Q3 | $69K | Sell |
511
-79
| -13% | -$10.7K | 0.02% | 150 |
|
|
2024
Q2 | $71K | Hold |
590
| – | – | 0.03% | 150 |
|
|
2024
Q1 | $73K | Buy |
590
+420
| +247% | +$52K | 0.03% | 141 |
|
|
2023
Q4 | $20K | Buy |
+170
| New | +$20K | 0.01% | 232 |
|